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iShares Select U.S. REIT ETF

334 hedge funds and large institutions have $1.23B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
4.84%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
99
Reduced
109
Closed
30
Calls
$433K
Puts
$40K
Net Calls
+$393K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
126
HB Wealth Management
Georgia
$897K
SIC
127
Sigma Investment Counselors
Michigan
$872K -$62.3K -1,080 -7%
OCM
128
One Capital Management
California
$867K -$165K -2,860 -16%
NA
129
NewEdge Advisors
Louisiana
$855K -$179K -3,104 -17%
ATPW
130
Ashton Thomas Private Wealth
Arizona
$837K +$346 +6 +0%
EAM
131
Evanson Asset Management
California
$824K -$29.7K -515 -3%
WKSWA
132
White Knight Strategic Wealth Advisors
New Jersey
$822K +$750 +13 +0.1%
BCM
133
BTC Capital Management
Iowa
$799K +$799K +13,856 New
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$790K -$78K -1,353 -9%
JWCA
135
J.W. Cole Advisors
Florida
$784K +$20K +347 +3%
JJBC
136
James J. Burns & Company
New York
$768K -$544K -9,714 -41%
SFG
137
Sowa Financial Group
Rhode Island
$761K
BPA
138
Beacon Pointe Advisors
California
$760K +$58 +1 +0%
AGAM
139
Audent Global Asset Management
California
$751K +$19.3K +335 +3%
WA
140
Wambolt & Associates
Colorado
$740K -$127K -2,247 -15%
VWA
141
VERITY Wealth Advisors
United States
$739K +$1.73K +30 +0.2%
CW
142
CreativeOne Wealth
Kansas
$706K -$84K -1,457 -11%
ACA
143
Affinity Capital Advisors
California
$655K -$16.7K -290 -2%
1IA
144
1834 Investment Advisors
Wisconsin
$651K -$313K -5,431 -32%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$649K -$14.8K -257 -2%
CCM
146
Coldstream Capital Management
Washington
$644K -$27.3K -474 -4%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$641K -$81.6K -1,414 -11%
SIC
148
SJS Investment Consulting
Ohio
$621K -$133K -2,300 -18%
Truist Financial
149
Truist Financial
North Carolina
$619K -$8.08K -140 -1%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$615K -$76.7K -1,330 -11%